Import Contacts to Email Marketing
The CSV import tool will help you add contacts into your Red OnX Email Marketing system. You can easily upload contacts using a valid CSV(comma-separated value) file. During the import process, you can also auto-update the properties of already existing contacts at the same time.
Things to know before importing the contacts
- Your contacts need to be in a spreadsheet program like MS Excel or Google Sheets. Now export the contacts as a CSV file.
- Date fields must be formatted in a specific way. All dates must follow the Y-m-d format.
- You can categorize your contacts based on their subscription status, like subscribed or unsubscribed. You can only select one status at a time.
- There is no limit to the number of subscribers you can import, so feel free to import all your contacts.
Steps to import contacts from a CSV file
From your Red OnX Dashboard, go to Email Marketing and then Contacts. Then click Import at the top right of the screen.
When the popup appears, CSV File as the contact source and then click next.
In the second step, you will be asked to Select Your CSV Delimiter, by default CSV delimiter is commas, but if you used semicolon you need to select it in the delimiter. The example uses Comma Separated. Now upload your CSV and again click next.
In the third step, you will need to configure the field mapping from your CSV file with the Email Marketing fields. The example CSV file has three simple fields which are Firstname, Lastname, and Email. Your CSV might have more. Map the fields accordingly. As you can see in the screenshot below, the left column has your CSV data and the right column contains the Email Marketing fields.
Select any Lists and Tags you want to add to the imported contacts. Any Lists and Tags you choose will be applied to everyone you are importing at that time. If you want to bulk add contacts with different Lists and Tags, you can create separate CSV files.
You can also Update a Subscriber with new data from CSV if the contact is already existing. The email is the unique field that determines if a contact is already existing. Lastly, you need to give the subscribers a status. You can select “subscribed” as the status but make sure that you have the permission to send them marketing.
Now click next and that’s it. Your contacts have been successfully imported into Email Marketing.